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From Rare Earths to Electric Cars: The US-China Relationship in 5 Charts (eco.sapo.pt)

· 75d ago · Report · Spotlight this ·
0xBASE INTEL BRIEF
  • US-China interdependence remains strong despite trade war and rivalry.
  • China's near-monopoly in rare earth processing poses a strategic risk.
  • Chinese EV makers are expanding globally, challenging Western automakers.

"The economic, technological, and geopolitical rivalry between the United States and China is profound, but data shows deep interdependence persists. Donald Trump's trade war partially reduced the US trade deficit and accelerated supply chain diversification. This article examines five charts covering rare earths, electric vehicles, trade flows, and the shifting geography of production. Despite decoupling efforts, critical dependencies remain, especially in rare earths and EV batteries."

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